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Spouses who inherit IRAs and employer plan assets have more options than those available to other beneficiaries. But what is right for one spouse beneficiary might not be for…
Indexed annuity sales hit record levels in the fourth quarter of last year. Even if you are anti-annuities, it’s hard to ignore the fact that they continue to grow in popularity…
The most popular reverse mortgage, a Home Equity Conversion Mortgage (HECM), is insured by the U.S. Federal Government. But what does that insurance mean?
Join reverse mortgage…
A self-directed IRA is a retirement account that allows accountholders to invest in alternative assets. It is a novel product, as most Americans hold their IRAs with large…
Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio.…